
Chips Take Six Months. The Box That Powers Them Takes Twenty-Nine.
You can get the chips in six months and the transformer to power them in twenty-nine. The AI boom's bottleneck is now concrete, steel, cooling water and a place in the grid queue.

You can get the chips in six months and the transformer to power them in twenty-nine. The AI boom's bottleneck is now concrete, steel, cooling water and a place in the grid queue.

If this company vanished tomorrow, how long until someone else could do its job? Sort the AI industry by that one question and profit lines up with the answer.